1. Click on the Report Module on the left-hand side of the Marketing Application/Sales Application dashboard.
2. A list of reports would be displayed, Click on the required report folder to view the Report Details.
3. From the drop-down list of the Run report, Click on Schedule Report.
4. On the Schedule List page, click on New Schedule Report button.
5. On the New Schedule Report page, enter the relevant details.
Select the Report user from the drop-down list.
Select Report from the Send As drop-down list.
Select the report Attached Type.
If you want to update the changes done in the report, select the radio button beside the Save Report Modifications option. Else, select Discard Report Modifications.
Set the report time to trigger report creation.
Select the person to whom the email should be sent.
Select Frequency Schedule from daily, weekly, or monthly.
6. Click Save.
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